LM
CFA
LM
CFA
Lawrence Mcguire
23 Years of Experience
Hibbing, MN
1 Disclosure
Lawrence Mcguire is a CFA-designated registered investment advisor at Red Rock Capital Advisors, LLC, based in Hibbing, MN, with 23 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 17 clients with $13M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
17 clients
Average Client Portfolio
$746K average
Assets Under Management
$12.7M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $1.0M | 1.10% |
| $1M+ | 1.00% |
Fees are negotiable. Family accounts may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Hibbing, MN
Get directionsHistory
Regulatory History (1)
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Financial
June 2019Final
Employment History
Current Registrations
Red Rock Capital Advisors, LLC
August 2002 - Present · 23 yrs 9 mos
State Registrations1 state
MN
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.